Vice President Sales

Title - Vice President Pre-IPO Sales.

Department : Pre IPO

Reports to : Head - Business Excellence.

As part of the Equentis group, weve been at the forefront of the investment world, with a primary focus on the Indian equity markets since 2009.

Equentis Wealth Advisory Ltd is a leading financial services and wealth creation offering comprehensive investment solutions to HNIs. The firm specializes in equity advisory, PMS, AIF with a strong research-driven approach to wealth creation. Equentis Investech has already facilitated over 600 Crore in transactions. We maintain a sharp focus on identifying only the most promising opportunities through our proprietary 5P Framework (Promoter, Product, Potential,Pricing, and Profit)—a methodology that mirrors the institutional-grade diligence employed by leading Private

Equity funds.

Position Overview:

The Pre-IPO Sales Head will lead the business vertical focused on sourcing, structuring, and distributing Pre-IPO and unlisted equity opportunities to high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNIs),and family offices. The incumbent will drive strategic partnerships, oversee sales operations, and build a strong distribution network to position Equentis as a leading player in the pre-IPO investment space.

Broader Role / Responsibilities

Business Leadership & Strategy:

1-Develop and execute the go-to-market strategy for the Pre-IPO and unlisted equity segment.

2-Identify high-growth, pre-IPO opportunities and establish relationships with promoters, intermediaries, and investment bankers.

3-Define revenue targets and lead the sales team to achieve aggressive growth metrics.

4-Nurture high-growth, pre-IPO opportunities and establish relationships with promoters, intermediaries, and investment bankers

Sales & Distribution:

1- Build and manage a high-performing sales team dedicated to Pre-IPO and private market products.

2-Create and manage a distribution network across wealth managers, IFAs, and institutional channels.

3-Drive client acquisition and retention through consultative selling and relationship management.

Client Advisory & Relationship Management:

1-Engage with HNI and UHNI clients to present pre-IPO opportunities aligned with their investment goals.

2-Provide end-to-end advisory support including due diligence, valuation insights, exit timelines, and liquidity options.

3-Ensure seamless client experience and post-investment support.

Product Development & Research Collaboration:

1-Collaborate closely with the research and investment teams to identify and evaluate pre-IPO opportunities, while maintaining seamless coordination with senior leadership through regular reporting of sales trackers, updates, and key insights

2-Contribute to structuring investment products and marketing collaterals for investor communication.

3-Stay abreast of market developments, valuation trends, and SEBI regulations governing unlisted and private equity markets.

Compliance & Governance:

1-Ensure adherence to all regulatory and internal compliance standards.

2-Maintain transparency in communication and documentation with clients and partners.

Qualifications & Experience :

1-Graduate/Postgraduate in Finance, Business, or related field (MBA/CFA preferred).

2-10–15 years of experience in private wealth, investment banking, or private equity sales.

3-Strong network of HNIs, UHNIs, and family offices.

4-Demonstrated success in deal origination and execution in private market investments.

5-Excellent communication, negotiation, and leadership skills.